2009-086 IT - Tax - Property Information Management System Software Vendors, Project Managers, and Transitional Contract Assistance

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5. Print your new account. • Click on the printer icon on toolbar. • Make sure all the data you entered looks right on the record card as shown in print preview. • Click on the print icon and verify the data on the printed record card. 6. Go into process menu and run a valuation. • From Main Menu screen, click on Process Menu. • Click on the Valuation Button (bright green money — top left) • A message will appear telling you that all assets will be revalued, and asking if you want to continue. • Say, "Yes" to this message. • The Valuation will start running, this process should not take very long. A box will appear when the process is finished, telling you how long it took to run. Click OK. - - - -- - — - - -• --- %ile-stili-in the- Process -Menu, click -on- the - Commitment- button -(top • A message will appear telling you what the process will do, and asking if you want to continue. • Say, "Yes" to this message. • The Commitment will start running, this process should not take very long. A box will appear when the process is finished, telling you how long it took to run. Click OK. 7. Compare the values from LA4 and the Tax Code Summary reports. The totals should match. Go into System Valuation and make sure values match above 2 reports. • Click on the Report Menu button • Select Personal Property / State Reports / Massachusetts Reports / LA4 from the directory tree and press the 'printer button. • Select Tax Code Summary report from the same folder and print that one as well. • The Total Assessed Values should match each other. Also all of the included in value totals from the Tax Code Summary report should match the values in the LA4. 8. Run a Personal Property Transfer file. • Select Extracts / Personal Property / Common Extracts / Personal Property File — Standard, and click on the Extract button. • Click on the ok button to accept text as the output format. • Change the name of the file to test and the date so you can find the output file (ex: testfeb1txt). • Click on Yes to retrieve current data. • Enter 0 as the beginning account number • Enter Z as the ending account number • Your extract file may take a little while to "write data to file" depending on number of the size of the extract. • Look at the extract file in c:\AssessProTrograms\yourfl1e name.txt. Open this in notepad and make sure the word wrap is off (in the edit menu it should not have a checkmark next to "Word Wrap ") the columns should all be lined up. If this is the first time you have seen an extract have someone give it a quick look over to make sure it seems right. • Close out of notepad and out of the report module. 9. Verify data in the system Table. • Go back to the Personal Property screen, click on Descriptive Tables button (file cabinet), and select System Table. • The current tax year should be next year (the fiscal year is always a year ahead). • The Base Depr. Year should be filled in. • The Values Committed checkbox should be checked off. 10. Verify that Summary Valuation & Prior History screen is displaying a previous assessment history on existing accounts. (A new account will not have a history) • Use the lookup (binoculars) to select an existing account. • Click on the parcel data button (red card box) and select Summary Valuation & Prior History. • Make sure that the Summary Valuation and Value History areas are populated with values. Page 14 of 15 CADocuments and SettingsWristenoNORTEMMy Documents\My Files\Orange County, NC\Contmct\ExhibitJ - Test Acceptance Snipts.DOC